John Scott (CRD# 3072293) is an Investment Advisor Representative working at On Investment Management Co in Nashville, TN and has over 12 years of experience in the finance industry. John Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1823608
Retirement Resources Management, LLC
Score
101
CRD# 2955244
Fifth Third Securities, Inc.
Score
81
CRD# 5700466
Quinn Stauffer Financial, LLC
Score
101
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The On Equity Sales Company | Cincinnati, OH | Aug 2016 - Current | 1 |
| Ohio National Financial Service | Cincinnati, OH | Aug 2015 - Current | 2 |
| World Financial Group, Inc. | Brentwood, TN | Jul 2014 - Current | 3 |
| Transamerica Financial Advisors, Inc. | Brentwood, TN | Sep 2014 - Jul 2016 | 1 |
| Proequities, Inc. | Brentwood, TN | Mar 2012 - Aug 2014 | 2 |
| Bankers Life & Casualty | Brentwood, TN | Dec 2011 - Aug 2014 | 2 |
| Bio-cellular Solutions | Franklin, TN | Jun 2010 - Nov 2011 | 1 |
| Thrivent Investment Management Inc. | Mount Juliet, TN | Jan 2006 - May 2010 | 4 |
| Thrivent Financial For Lutherans | Appleton, WI | Jan 2006 - May 2010 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
- CA
- TN
- NV
-
Total Assets Under Management1,005MILLIONS
-
Total Number of Accounts7,596ACCOUNTS
-
Average Account Value$132,313
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.